Future Leaders

The Heart of America Fellows Institute was created by Fellows of the American College of Trust and Estate Counsel (ACTEC) located in the states of Missouri, Kansas, Oklahoma, Arkansas, Iowa and Nebraska to develop our profession’s future leaders through a series of in-depth educational presentations led by outstanding subject matter experts in each field.

The three, two-day sessions in the Institute begin in November 2018 and end in May 2019. Recognizing the importance of the content of each session, participants who successfully complete all six days of the program shall be formally recognized as Graduates of the Institute.

 

Schedule

The Inaugural Class of the HOA Fellows Institute includes a total of three two-day sessions.
Session 3:
Thursday, May 2, 2019
Fiduciary Taxation; Generation-Skipping Transfer Tax
Friday, May 3, 2019
Estate and Gift Tax Returns

Nominate

Candidates for the HOA Fellows Institute must be nominated by a Fellow of the America College of Trust and Estate Counsel. Candidates to be considered for acceptance must be members in good standing with a Bar Association in one of the six founding states and have a minimum of three years practicing trust & estate law.

Sponsorships

Sponsorships for the Inaugural Class of the HOA Fellows Institute are welcome. For more information, call Robert Kirkland at 816-792-8300.